MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.22M 1.06%
16,982
+216
27
$5.95M 1.01%
11,710
+203
28
$5.93M 1.01%
26,865
+1,046
29
$5.91M 1%
116,181
+4,713
30
$5.86M 1%
24,825
+602
31
$5.74M 0.97%
9,951
+1,054
32
$5.33M 0.9%
19,849
+211
33
$5.29M 0.9%
6,404
-459
34
$4.83M 0.82%
53,810
+3,121
35
$4.59M 0.78%
+6,816
36
$4.37M 0.74%
75,311
+28,923
37
$4.13M 0.7%
19,988
+355
38
$3.99M 0.68%
29,418
-164
39
$3.94M 0.67%
20,751
+6,667
40
$3.94M 0.67%
13,361
+105
41
$3.8M 0.65%
9,913
+444
42
$3.55M 0.6%
34,517
+6,197
43
$3.52M 0.6%
24,170
-1,239
44
$3.41M 0.58%
67,996
-2,720
45
$3M 0.51%
19,208
-245
46
$2.91M 0.49%
16,531
+1,760
47
$2.79M 0.47%
38,895
-3,916
48
$2.71M 0.46%
66,379
+3,025
49
$2.56M 0.43%
7,084
50
$2.54M 0.43%
8,165
+1
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2
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